Apollon Wealth Management, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1764387
MOUNT PLEASANT, SC
Position in BAC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$11,612,125
+$1,956,067 QoQ
Shares Held
203,793
+2.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#673
of 3,589 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Apollon Wealth Management, LLC holds $109,846,344 across 16 Banks - Diversified names. BAC ranks #2 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
221,179 | $72,398,522 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
203,793 | $11,612,125 | |
| 3 | C |
Citigroup Inc
|
66,273 | $9,275,569 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
77,561 | $6,409,641 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
28,986 | $4,191,665 | |
| 6 | SAN |
Banco Santander, S.A.
|
82,165 | $1,133,877 | |
| 7 | ING |
Ing Groep NV
|
32,749 | $1,027,663 | |
| 8 | TD |
Toronto Dominion Bank
|
6,926 | $841,024 |
All Filings in BAC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,612,125 | 203,793 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $9,656,058 | 198,073 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $10,291,215 | 187,113 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $9,589,858 | 185,886 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $8,852,152 | 187,070 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $7,635,004 | 182,962 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $7,092,431 | 161,375 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $5,805,263 | 146,302 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $5,975,164 | 150,243 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $5,251,730 | 138,495 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $4,517,840 | 134,180 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,531,335 | 92,452 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,860,794 | 99,714 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,780,406 | 97,217 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $3,422,819 | 103,346 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,916,776 | 96,582 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,600,008 | 83,521 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,135,151 | 76,059 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $333,897 | 7,505 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $627,962 | 14,793 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $591,320 | 14,342 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $529,433 | 13,684 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $405,365 | 13,374 | Shares | Sole | 2021-01-29 | |
| 2020-06-30 | $141,241 | 5,947 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||